Civic Intelligence

Jerald Grobman, MD PC

Plan context: Jerald Grobman, MD PC 401(K) Plan

EIN 65-1162616 • Millerton, NY • 22 filings • 2 plans

156 Mcghee Hill RoadMillerton, NY 12546
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,265,524

2024 Contributions

$111,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,265,524$1,632,762$0200320142024YearValue
$3,265,524Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200320142024YearValue
3Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$3,265,524$111,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$3,265,524$111,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
202313$2,998,783$117,500$39,167iApproximate average salary by contribution assumption: employee only about $979,167 at 4% or $652,778 at 6%; with 50% employer match about $652,778 at 4% or $435,185 at 6%; with 100% employer match about $489,583 at 4% or $326,389 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,998,783$117,500$39,167iApproximate average salary by contribution assumption: employee only about $979,167 at 4% or $652,778 at 6%; with 50% employer match about $652,778 at 4% or $435,185 at 6%; with 100% employer match about $489,583 at 4% or $326,389 at 6%.
202213$2,791,175$133,000$44,333iApproximate average salary by contribution assumption: employee only about $1,108,333 at 4% or $738,889 at 6%; with 50% employer match about $738,889 at 4% or $492,593 at 6%; with 100% employer match about $554,167 at 4% or $369,444 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,791,175$133,000$44,333iApproximate average salary by contribution assumption: employee only about $1,108,333 at 4% or $738,889 at 6%; with 50% employer match about $738,889 at 4% or $492,593 at 6%; with 100% employer match about $554,167 at 4% or $369,444 at 6%.
202113$3,115,257$116,000$38,667iApproximate average salary by contribution assumption: employee only about $966,667 at 4% or $644,444 at 6%; with 50% employer match about $644,444 at 4% or $429,630 at 6%; with 100% employer match about $483,333 at 4% or $322,222 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$3,115,257$116,000$38,667iApproximate average salary by contribution assumption: employee only about $966,667 at 4% or $644,444 at 6%; with 50% employer match about $644,444 at 4% or $429,630 at 6%; with 100% employer match about $483,333 at 4% or $322,222 at 6%.
202013$2,857,610$122,000$40,667iApproximate average salary by contribution assumption: employee only about $1,016,667 at 4% or $677,778 at 6%; with 50% employer match about $677,778 at 4% or $451,852 at 6%; with 100% employer match about $508,333 at 4% or $338,889 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,857,610$122,000$40,667iApproximate average salary by contribution assumption: employee only about $1,016,667 at 4% or $677,778 at 6%; with 50% employer match about $677,778 at 4% or $451,852 at 6%; with 100% employer match about $508,333 at 4% or $338,889 at 6%.
201913$2,663,231$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,663,231$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201813$2,323,138$119,000$39,667iApproximate average salary by contribution assumption: employee only about $991,667 at 4% or $661,111 at 6%; with 50% employer match about $661,111 at 4% or $440,741 at 6%; with 100% employer match about $495,833 at 4% or $330,556 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,323,138$119,000$39,667iApproximate average salary by contribution assumption: employee only about $991,667 at 4% or $661,111 at 6%; with 50% employer match about $661,111 at 4% or $440,741 at 6%; with 100% employer match about $495,833 at 4% or $330,556 at 6%.
201713$2,485,586$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,485,586$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
201613$2,244,716$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,244,716$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
201513$2,133,674$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,133,674$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
201413$2,183,003$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,183,003$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
201313$2,184,452$83,500$27,833iApproximate average salary by contribution assumption: employee only about $695,833 at 4% or $463,889 at 6%; with 50% employer match about $463,889 at 4% or $309,259 at 6%; with 100% employer match about $347,917 at 4% or $231,944 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,184,452$83,500$27,833iApproximate average salary by contribution assumption: employee only about $695,833 at 4% or $463,889 at 6%; with 50% employer match about $463,889 at 4% or $309,259 at 6%; with 100% employer match about $347,917 at 4% or $231,944 at 6%.
201213$2,196,966$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,196,966$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201113$2,153,931$560,579$186,860iApproximate average salary by contribution assumption: employee only about $4,671,492 at 4% or $3,114,328 at 6%; with 50% employer match about $3,114,328 at 4% or $2,076,219 at 6%; with 100% employer match about $2,335,746 at 4% or $1,557,164 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$2,153,931$560,579$186,860iApproximate average salary by contribution assumption: employee only about $4,671,492 at 4% or $3,114,328 at 6%; with 50% employer match about $3,114,328 at 4% or $2,076,219 at 6%; with 100% employer match about $2,335,746 at 4% or $1,557,164 at 6%.
201013$1,584,494$98,909$32,970iApproximate average salary by contribution assumption: employee only about $824,242 at 4% or $549,494 at 6%; with 50% employer match about $549,494 at 4% or $366,330 at 6%; with 100% employer match about $412,121 at 4% or $274,747 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$1,584,494$98,909$32,970iApproximate average salary by contribution assumption: employee only about $824,242 at 4% or $549,494 at 6%; with 50% employer match about $549,494 at 4% or $366,330 at 6%; with 100% employer match about $412,121 at 4% or $274,747 at 6%.
200913$1,366,521$67,220$22,407iApproximate average salary by contribution assumption: employee only about $560,167 at 4% or $373,444 at 6%; with 50% employer match about $373,444 at 4% or $248,963 at 6%; with 100% employer match about $280,083 at 4% or $186,722 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$1,366,521$67,220$22,407iApproximate average salary by contribution assumption: employee only about $560,167 at 4% or $373,444 at 6%; with 50% employer match about $373,444 at 4% or $248,963 at 6%; with 100% employer match about $280,083 at 4% or $186,722 at 6%.
200813$1,221,583$610,649$203,550iApproximate average salary by contribution assumption: employee only about $5,088,742 at 4% or $3,392,494 at 6%; with 50% employer match about $3,392,494 at 4% or $2,261,663 at 6%; with 100% employer match about $2,544,371 at 4% or $1,696,247 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$1,221,583$610,649$203,550iApproximate average salary by contribution assumption: employee only about $5,088,742 at 4% or $3,392,494 at 6%; with 50% employer match about $3,392,494 at 4% or $2,261,663 at 6%; with 100% employer match about $2,544,371 at 4% or $1,696,247 at 6%.
200713$0$0-
Jerald Grobman, MD PC 401(K) Plan-3---
200613$546,547$61,720$20,573iApproximate average salary by contribution assumption: employee only about $514,333 at 4% or $342,889 at 6%; with 50% employer match about $342,889 at 4% or $228,593 at 6%; with 100% employer match about $257,167 at 4% or $171,444 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$546,547$61,720$20,573iApproximate average salary by contribution assumption: employee only about $514,333 at 4% or $342,889 at 6%; with 50% employer match about $342,889 at 4% or $228,593 at 6%; with 100% employer match about $257,167 at 4% or $171,444 at 6%.
200513$541,098$56,720$18,907iApproximate average salary by contribution assumption: employee only about $472,667 at 4% or $315,111 at 6%; with 50% employer match about $315,111 at 4% or $210,074 at 6%; with 100% employer match about $236,333 at 4% or $157,556 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$541,098$56,720$18,907iApproximate average salary by contribution assumption: employee only about $472,667 at 4% or $315,111 at 6%; with 50% employer match about $315,111 at 4% or $210,074 at 6%; with 100% employer match about $236,333 at 4% or $157,556 at 6%.
200413$449,541$395,254$131,751iApproximate average salary by contribution assumption: employee only about $3,293,783 at 4% or $2,195,856 at 6%; with 50% employer match about $2,195,856 at 4% or $1,463,904 at 6%; with 100% employer match about $1,646,892 at 4% or $1,097,928 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$449,541$395,254$131,751iApproximate average salary by contribution assumption: employee only about $3,293,783 at 4% or $2,195,856 at 6%; with 50% employer match about $2,195,856 at 4% or $1,463,904 at 6%; with 100% employer match about $1,646,892 at 4% or $1,097,928 at 6%.
200313$95,250$95,250$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
Jerald Grobman, MD PC 401(K) Plan-3$95,250$95,250$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.